Latrobe Company 401(K) Retirement Plan — Form 5500 plan (Carpenter Technology Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Latrobe Company 401(K) Retirement Plan is a benefit plan reported by Carpenter Technology Corporation under EIN 23-0458500 and plan number 019. The latest loaded filing year is 2023. The filing reports 376 participants and $36,950,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carpenter Technology Corporation
- EIN
- 23-0458500
- Plan number
- 019
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $36,950,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241010122422NAL0011455363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,950,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,950,477
- Net assets (BOY)
- $31,000,000
Income & contributions
- Employer contributions
- $452,991
- Participant contributions
- $1,757,375
- Total contributions
- $2,450,354
- Total income / additions
- $8,599,094
Expenses & distributions
- Benefits paid
- $2,622,258
- Administrative expenses
- $21,211
- Total expenses
- $2,643,469
- Net increase / (decrease)
- $5,955,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,765 | $0 | 2023 |